| DFAC Dimensional US Core Equity 2 | 11.31% | 4,350,772 | $172.2M | Add +2.1% |
| DFAT Dimensional US Target Value | 10.16% | 2,600,142 | $154.8M | Add +3.5% |
| DFEV Dimensional Emrg MRKT Val | 5.88% | 2,652,610 | $89.5M | Add +2.1% |
| DFIC Dimensional International Co. | 5.70% | 2,519,884 | $86.8M | Add +6.0% |
| DFEM Dimensional Emrg MRKT Core | 5.68% | 2,616,035 | $86.5M | Add +1.6% |
| DFAX Dimensional World Ex US Core | 4.20% | 1,955,734 | $64.0M | Reduce -4.1% |
| DFUS Dimensional US Eq MKT ETF | 3.41% | 699,869 | $51.9M | Add +0.3% |
| DISV Dimensional International SM | 3.09% | 1,238,418 | $47.1M | Reduce -1.1% |
| BSCQ Invesco Bulletshares 2026 CB | 1.82% | 1,416,991 | $27.7M | Add +5.0% |
| AAPL Apple Inc. | 1.72% | 96,560 | $26.3M | Reduce -0.9% |
| NVDA Nvidia Corp. | 1.33% | 108,619 | $20.3M | Reduce -0.9% |
| MDYV SS SPDR S&P 400 MC Val ETF | 1.29% | 232,310 | $19.7M | Reduce -0.8% |
| MSFT Microsoft Corp. | 1.16% | 36,684 | $17.7M | Reduce -2.1% |
| BSCR Invesco Bulletshares 2027 CB | 1.14% | 882,010 | $17.4M | Add +11.3% |
| BSCS Invesco Bulletshares 2028 CB | 1.07% | 792,335 | $16.3M | Add +33.4% |
| ITOT iShares Core S&P Total U.S. | 0.85% | 87,342 | $13.0M | Reduce -3.2% |
| AVGO Broadcom Inc. | 0.81% | 35,508 | $12.3M | Reduce -1.2% |
| BSCT Invesco Bulletshares 2029 CB | 0.76% | 616,952 | $11.6M | Add +11.7% |
| BSCU Invesco Bulletshares 2030 CB | 0.72% | 645,966 | $10.9M | Add +28.4% |
| AMZN Amazon.com Inc. | 0.70% | 46,121 | $10.6M | Reduce -0.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.68% | 30,837 | $10.3M | Reduce -1.4% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.67% | 111,605 | $10.2M | Reduce -4.3% |
| JPM JPMorgan Chase & Co. | 0.65% | 30,744 | $9.9M | Reduce -2.8% |
| SCHX Schwab US Large-Cap ETF | 0.63% | 355,323 | $9.6M | Reduce -12.4% |
| WMT Walmart Inc. | 0.60% | 81,842 | $9.1M | Add +2.0% |
| AXP American Express Co. | 0.59% | 24,189 | $8.9M | Add +1.8% |
| IJS iShares S&P Small-Cap 600 Va | 0.58% | 77,424 | $8.8M | Reduce -2.6% |
| BSCV Invesco Bulletshares 2031 CB | 0.54% | 496,329 | $8.3M | Add +23.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.54% | 12,043 | $8.2M | Add +5.1% |
| GOOG Alphabet Inc. Class C | 0.54% | 25,985 | $8.2M | Reduce -1.1% |
| CAT Caterpillar Inc. | 0.53% | 13,983 | $8.0M | Add +3.2% |
| DGRO iShares Core Dividend Growth | 0.51% | 112,613 | $7.8M | Reduce -4.3% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.48% | 204,549 | $7.4M | Reduce -1.4% |
| SCHA Schwab US Small-Cap ETF | 0.47% | 250,924 | $7.1M | Reduce -0.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.47% | 79,723 | $7.1M | Reduce -1.9% |
| NFLX Netflix Inc. | 0.46% | 74,328 | $7.0M | Add +0.7% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.45% | 51,725 | $6.8M | Reduce -0.9% |
| BSCW Invesco Bulletshares 2032 CB | 0.43% | 316,959 | $6.6M | Add +37.1% |
| V Visa Inc. Class A | 0.42% | 18,420 | $6.5M | Reduce -0.0% |
| GS Goldman Sachs Group Inc. | 0.42% | 7,213 | $6.3M | Add +0.5% |
| VOO Vanguard S&P 500 ETF | 0.41% | 9,912 | $6.2M | Add +2.4% |
| IBTG iShares Ibonds Dec 2026 Term | 0.41% | 271,240 | $6.2M | Add +320.5% |
| ORCL Oracle Corp. | 0.39% | 30,600 | $6.0M | Add +1.3% |
| XOM Exxon Mobil Corp. | 0.38% | 48,715 | $5.9M | Reduce -1.3% |
| META Meta Platforms Inc. Class A | 0.38% | 8,746 | $5.8M | Reduce -3.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.36% | 18,415 | $5.5M | Add +2.9% |
| GOOGL Alphabet Inc. Class A | 0.35% | 17,163 | $5.4M | Reduce -0.9% |
| IEMG iShares Core MSCI Emerging | 0.35% | 78,716 | $5.3M | Reduce -1.6% |
| BSCX Invesco Bulletshares 2033 CB | 0.32% | 225,063 | $4.8M | Add +46.9% |
| DFSI Dimensional Int Sus COR1 ETF | 0.31% | 109,271 | $4.7M | Reduce -0.7% |
| LLY Eli Lilly & Co. | 0.31% | 4,336 | $4.7M | Add +0.1% |
| COST Costco Wholesale Corp. | 0.30% | 5,322 | $4.6M | Reduce -2.1% |
| IBTH iShares Ibonds Dec 2027 Term | 0.29% | 198,025 | $4.4M | Add +114.9% |
| IDEV iShares Core MSCI Dev MKTS | 0.28% | 52,180 | $4.3M | Add +6.8% |
| TRV The Travelers Cos Inc. | 0.28% | 14,800 | $4.3M | Add +0.6% |
| BSMQ Invesco Bulletshares 2026 MB | 0.28% | 181,064 | $4.3M | Add +22.3% |
| SCHG Schwab US Large-Cap Growth | 0.27% | 127,897 | $4.2M | Add +2.5% |
| SPEM State Street SP PTF Em ETF | 0.26% | 85,994 | $4.0M | Reduce -1.0% |
| RTX RTX Corp. | 0.25% | 20,850 | $3.8M | Reduce -3.1% |
| CSCO Cisco Systems Inc. | 0.25% | 49,420 | $3.8M | Add +3.9% |
| MCD McDonald's Corp. | 0.25% | 12,404 | $3.8M | Reduce -0.5% |
| HD Home Depot Inc. | 0.24% | 10,794 | $3.7M | Reduce -5.0% |
| DFSU Dimensional US Sus CORE1 ETF | 0.24% | 84,799 | $3.7M | Reduce -1.0% |
| AMGN Amgen Inc. | 0.24% | 10,972 | $3.6M | Reduce -4.0% |
| IVV iShares Core S&P 500 ETF | 0.23% | 5,171 | $3.5M | Add +0.9% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.23% | 85,379 | $3.5M | Add +2.8% |
| KO The Coca-Cola Co. | 0.23% | 50,630 | $3.5M | Reduce -5.0% |
| IBTI iShares Ibonds Dec 2028 Term | 0.23% | 157,804 | $3.5M | Add +238.3% |
| JNJ Johnson & Johnson | 0.23% | 16,965 | $3.5M | Reduce -2.6% |
| IBTJ iShares Ibonds Dec 2029 Term | 0.22% | 151,272 | $3.3M | Add +177.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.22% | 5,373 | $3.3M | Reduce -1.0% |
| SCHB Schwab US Broad Market ETF | 0.22% | 125,424 | $3.3M | Reduce -2.7% |
| BSMR Invesco Bulletshares 2027 MB | 0.22% | 138,717 | $3.3M | Add +27.7% |
| IBTK iShares Ibonds Dec 2030 Trea | 0.21% | 160,490 | $3.2M | Add +270.7% |
| MA Mastercard Inc. Class A | 0.21% | 5,563 | $3.2M | Reduce -2.8% |
| MMM 3M Co. | 0.21% | 19,682 | $3.2M | Add +5.0% |
| IVE iShares S&P 500 Value ETF | 0.20% | 14,669 | $3.1M | Add +20.7% |
| IBTL iShares Ibonds Dec 2031 Term | 0.19% | 143,426 | $2.9M | Add +312.9% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.19% | 6,068 | $2.9M | Reduce -0.5% |
| BSMS Invesco Bulletshares 2028 MB | 0.19% | 122,008 | $2.9M | Add +22.6% |
| UNH Unitedhealth Group Inc. | 0.18% | 8,270 | $2.7M | Add +2.5% |
| SUSA iShares ESG Optimized MSCI U | 0.17% | 18,820 | $2.6M | Add +3.1% |
| VEA Vanguard Ftse Developed ETF | 0.17% | 41,767 | $2.6M | Add +0.4% |
| IJT iShares S&P Small-Cap 600 GR | 0.17% | 18,391 | $2.6M | Add +5.7% |
| VWO Vanguard Ftse Emerging Marke | 0.17% | 48,168 | $2.6M | Add +3.4% |
| IWF iShares Russell 1000 Growth | 0.17% | 5,423 | $2.6M | Reduce -1.0% |
| PG The Procter & Gamble Co. | 0.17% | 17,777 | $2.5M | Reduce -15.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.16% | 13,129 | $2.5M | Reduce -3.9% |
| IBTM iShares Ibnds Dec 2032 TT | 0.16% | 108,595 | $2.5M | Add +3158.2% |
| ABBV Abbvie Inc. | 0.16% | 10,716 | $2.4M | Reduce -3.5% |
| AVUV Avantis US Small Cap Value | 0.15% | 22,627 | $2.3M | Reduce -1.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.15% | 4,700 | $2.3M | Reduce -7.3% |
| BSCY Invesco Bulletshares 2034 CB | 0.15% | 108,896 | $2.3M | Add +149.2% |
| CVX Chevron Corp. | 0.14% | 14,194 | $2.2M | Reduce -5.2% |
| NOW ServiceNow Inc. | 0.14% | 14,032 | $2.1M | Reduce -7.7% |
| LOW Lowe's Cos Inc. | 0.13% | 8,437 | $2.0M | Add +6.7% |
| ESML iShares ESG Aware MSCI USA S | 0.13% | 44,099 | $2.0M | Add +4.5% |
| TMUS T-Mobile US Inc. | 0.13% | 9,961 | $2.0M | Reduce -1.7% |
| SCHV Schwab US Large-Cap Value | 0.13% | 67,883 | $2.0M | Reduce -6.3% |
| HUBB Hubbell Inc. | 0.13% | 4,520 | $2.0M | No change |
| IWB iShares Russell 1000 ETF | 0.13% | 5,373 | $2.0M | Reduce -2.6% |
| MRK Merck & Co. Inc. | 0.13% | 18,815 | $2.0M | Reduce -13.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.13% | 35,421 | $1.9M | Reduce -2.8% |
| DEW Wisdomtree Global High Divid | 0.13% | 31,606 | $1.9M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.13% | 17,018 | $1.9M | Reduce -0.1% |
| HON Honeywell International Inc. | 0.12% | 9,667 | $1.9M | Reduce -2.8% |
| IXUS iShares Core Intl Stock ETF | 0.12% | 21,916 | $1.9M | Reduce -2.5% |
| MU Micron Technology Inc. | 0.12% | 6,312 | $1.8M | Reduce -7.3% |
| AVEM Avantis Emerging Markets Eq | 0.12% | 23,155 | $1.8M | Reduce -5.0% |
| BSMU Invesco Bulletshares 2030 MB | 0.12% | 80,344 | $1.8M | Add +30.2% |
| GD General Dynamics Corp. | 0.11% | 5,056 | $1.7M | Add +12.6% |
| COF Capital One Financial Corp. | 0.11% | 6,963 | $1.7M | Reduce -0.9% |
| ETN Eaton Corp. PLC | 0.11% | 5,276 | $1.7M | Add +0.4% |
| AMD Advanced Micro Devices | 0.11% | 7,825 | $1.7M | Add +3.2% |
| COHR Coherent Corp. | 0.11% | 9,000 | $1.7M | No change |
| GILD Gilead Sciences Inc. | 0.11% | 13,431 | $1.6M | Reduce -14.5% |
| IJR iShares Core S&P Small-Cap E | 0.11% | 13,472 | $1.6M | Add +0.5% |
| TLTE NT Emg MKTS Ftilt ETF | 0.11% | 25,113 | $1.6M | Reduce -0.1% |
| IWD iShares Russell 1000 Value E | 0.11% | 7,612 | $1.6M | Add +0.1% |
| BSMT Invesco Bulletshares 2029 MB | 0.10% | 69,041 | $1.6M | Add +7.3% |
| SCHD Schwab US DVD Equity ETF | 0.10% | 57,996 | $1.6M | Reduce -1.1% |
| CRM Salesforce Inc. | 0.10% | 5,926 | $1.6M | Add +7.7% |
| DVY iShares Select Dividend ETF | 0.10% | 10,968 | $1.5M | Reduce -11.9% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.10% | 18,321 | $1.5M | Reduce -3.4% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.10% | 20,643 | $1.5M | Reduce -4.1% |
| VZ Verizon Communications Inc. | 0.10% | 36,826 | $1.5M | Reduce -9.7% |
| VSS Vanguard Ftse All Wo X-US SC | 0.10% | 10,415 | $1.5M | Add +10.1% |
| IWV iShares Russell 3000 ETF | 0.10% | 3,838 | $1.5M | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.10% | 6,984 | $1.5M | Add +1.7% |
| SHW The Sherwin-Williams Co. | 0.10% | 4,498 | $1.5M | Add +9.4% |
| NKE Nike Inc. Class B | 0.10% | 22,873 | $1.5M | Reduce -28.1% |
| T AT&T Inc. | 0.09% | 58,084 | $1.4M | Add +1.2% |
| TXN Texas Instruments Inc. | 0.09% | 8,148 | $1.4M | Reduce -25.0% |
| CB Chubb Ltd. | 0.09% | 4,525 | $1.4M | Reduce -0.4% |
| SCHF Schwab Intl Equity ETF | 0.09% | 58,601 | $1.4M | Reduce -0.8% |
| FNDC Schwab Fndmnt Intl SM Eq ETF | 0.09% | 31,036 | $1.4M | Reduce -2.1% |
| SAP Sap SE-Sponsored ADR | 0.09% | 5,489 | $1.3M | Reduce -1.6% |
| BA The Boeing Co. | 0.09% | 6,141 | $1.3M | Add +10.8% |
| PGR Progressive Corp. | 0.09% | 5,811 | $1.3M | Reduce -0.7% |
| C Citigroup Inc. | 0.09% | 11,302 | $1.3M | Reduce -9.3% |
| PEP Pepsico Inc. | 0.09% | 9,166 | $1.3M | Add +2.9% |
| MS Morgan Stanley | 0.09% | 7,377 | $1.3M | Reduce -16.4% |
| EBAY eBay Inc. | 0.09% | 14,980 | $1.3M | Reduce -1.0% |
| TSLA Tesla Inc. | 0.08% | 2,811 | $1.3M | Reduce -7.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.08% | 4,845 | $1.2M | Add +13.6% |
| DFAI Dimensional International Co. | 0.08% | 32,563 | $1.2M | Add +24.7% |
| ELV Elevance Health Inc. | 0.08% | 3,526 | $1.2M | Add +33.3% |
| CL Colgate-Palmolive Co. | 0.08% | 15,593 | $1.2M | Add +87.9% |
| INTU Intuit Inc. | 0.08% | 1,860 | $1.2M | Reduce -10.5% |
| ITW Illinois Tool Works | 0.08% | 4,904 | $1.2M | Reduce -4.5% |
| AVES Avantis Emerging Markets Val | 0.08% | 20,589 | $1.2M | Reduce -7.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.08% | 4,136 | $1.2M | Reduce -1.5% |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.08% | 37,460 | $1.2M | Reduce -2.4% |
| ADBE Adobe Inc. | 0.08% | 3,363 | $1.2M | Reduce -14.3% |
| ESGD iShares Trust iShares ESG Aw | 0.08% | 12,315 | $1.2M | Reduce -0.6% |
| DFAS Dimensional US Small Cap ETF | 0.08% | 16,787 | $1.2M | Reduce -1.4% |
| LMT Lockheed Martin Corp. | 0.08% | 2,385 | $1.2M | Add +0.4% |
| ESGE iShares Inc. iShares ESG Awar | 0.08% | 25,920 | $1.1M | Reduce -1.8% |
| BLK BlackRock Inc. | 0.07% | 1,067 | $1.1M | Reduce -6.6% |
| INTC Intel Corp. | 0.07% | 30,852 | $1.1M | Reduce -4.0% |
| EPD Enterprise Products Partners | 0.07% | 35,050 | $1.1M | Reduce -5.6% |
| ABT Abbott Laboratories | 0.07% | 8,863 | $1.1M | Reduce -0.6% |
| AVDV Avantis Intl S/C Value ETF | 0.07% | 11,717 | $1.1M | Reduce -4.8% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.07% | 16,700 | $1.1M | Reduce -0.3% |
| VEU Vanguard Ftse All-World Ex-U | 0.07% | 14,108 | $1.0M | Reduce -21.0% |
| BSMV Invesco Bulletshares 2031 MB | 0.07% | 49,093 | $1.0M | Add +6.3% |
| NOC Northrop Grumman Corp. | 0.07% | 1,814 | $1.0M | Reduce -6.6% |
| DE Deere & Co. | 0.07% | 2,139 | $996K | Reduce -0.8% |
| BSMW Invesco Bulletshares 2032 MB | 0.07% | 39,455 | $991K | Add +8.7% |
| QTEC First Trust Nasdq 100 Tech I | 0.06% | 4,296 | $989K | No change |
| SBUX Starbucks Corp. | 0.06% | 11,285 | $950K | Reduce -16.3% |
| DFIV Dimensional International Va | 0.06% | 18,754 | $936K | Reduce -6.6% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.06% | 20,639 | $933K | Add +0.0% |
| BSSX Invesco Bulletshares 2033 MB | 0.06% | 34,139 | $883K | Add +4.0% |
| EFV iShares MSCI Eafe Value ETF | 0.06% | 12,337 | $881K | No change |
| EFA iShares MSCI Eafe ETF | 0.06% | 9,018 | $866K | Reduce -2.3% |
| EDIV State Street SPDR S&P Emergi | 0.06% | 21,986 | $861K | Reduce -1.1% |
| CMI Cummins Inc. | 0.05% | 1,636 | $835K | No change |
| VYM Vanguard High DVD Yield ETF | 0.05% | 5,799 | $832K | Reduce -1.3% |
| TMO Thermo Fisher Scientific Inc. | 0.05% | 1,434 | $831K | Add +0.1% |
| TDG Transdigm Group Inc. | 0.05% | 624 | $830K | Reduce -0.9% |
| IYW iShares Ustechnology ETF | 0.05% | 4,120 | $823K | No change |
| LIN Linde PLC | 0.05% | 1,925 | $821K | Reduce -29.7% |
| YUM Yum! Brands Inc. | 0.05% | 5,397 | $816K | Add +0.6% |
| IBIT iShares Bitcoin Trust ETF | 0.05% | 16,407 | $815K | Add +0.1% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.05% | 2,657 | $803K | No change |
| EZM Wisdomtree US Midcap Fund | 0.05% | 11,963 | $799K | No change |
| SPLV Invesco S&P 500 Low Volatili | 0.05% | 11,169 | $798K | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.05% | 8,328 | $784K | Reduce -1.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.05% | 1 | $755K | No change |
| ADP Automatic Data Processing | 0.05% | 2,914 | $750K | Reduce -5.5% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.05% | 22,633 | $741K | Reduce -7.8% |
| QCOM Qualcomm Inc. | 0.05% | 4,271 | $731K | Reduce -20.1% |
| MET Metlife Inc. | 0.05% | 9,186 | $725K | Add +2.2% |
| SCZ iShares MSCI Eafe Small-Cap | 0.05% | 9,252 | $717K | Reduce -10.9% |
| VIG Vanguard Dividend Apprec ETF | 0.05% | 3,164 | $695K | Reduce -3.0% |
| RSPH Invesco S&P 500 Equal Weight | 0.05% | 21,825 | $695K | Add +23.4% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.05% | 7,324 | $690K | Reduce -4.1% |
| LULU Lululemon Athletica Inc. | 0.04% | 3,295 | $685K | Add +4124.4% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.04% | 8,517 | $683K | Add +13.9% |
| DHR Danaher Corp. | 0.04% | 2,973 | $681K | Add +1.4% |
| USCI United States Commodity Inde | 0.04% | 8,666 | $673K | Add +4.3% |
| GLD SPDR Gold Shares | 0.04% | 1,692 | $671K | Reduce -5.3% |
| VSGX Vanguard ESG Intl Stock ETF | 0.04% | 9,259 | $663K | Add +15.7% |
| AVSE Avantis Resp Emerg MKTS Eq-E | 0.04% | 10,106 | $657K | Add +1.5% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.04% | 16,799 | $645K | Reduce -3.1% |
| PDN Inv Rafi Dev MKT US SM-Usdin | 0.04% | 15,245 | $643K | Add +0.3% |
| DON Wisdomtree US Midcap Dividen | 0.04% | 12,303 | $635K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.04% | 1,353 | $634K | Reduce -5.7% |
| PPG PPG Industries Inc. | 0.04% | 6,183 | $634K | Add +267.8% |
| PH Parker Hannifin Corp. | 0.04% | 705 | $620K | Add +0.4% |
| ASML ASML Holding NV-NY Reg SHS | 0.04% | 577 | $617K | Add +8.9% |
| MAR Marriott International Class A | 0.04% | 1,976 | $613K | Add +24600.0% |
| XVV iShares ESG Select Screened | 0.04% | 11,454 | $604K | No change |
| PFE Pfizer Inc. | 0.04% | 23,756 | $592K | Reduce -1.1% |
| PANW Palo Alto Networks Inc. | 0.04% | 3,149 | $580K | No change |
| MCK McKesson Corp. | 0.04% | 697 | $572K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.04% | 4,027 | $560K | Add +0.1% |
| PKW Invesco Buyback Achievers Et | 0.04% | 4,019 | $540K | Add +0.9% |
| MOAT Vaneck Morningstar Wide Moat | 0.04% | 5,192 | $538K | No change |
| DELL Dell Technologies -C | 0.03% | 4,218 | $531K | Reduce -0.4% |
| BSMY Invesco Bulletshares 2034 MB | 0.03% | 21,123 | $519K | Add +6.0% |
| Q Qnity Electronics Inc. | 0.03% | 6,333 | $517K | Reduce -4.9% |
| DFLV Dim US Large Cap Value ETF | 0.03% | 14,443 | $494K | Add +0.3% |
| FDN First Trust DJ Internet Ind | 0.03% | 1,805 | $486K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.03% | 2,421 | $481K | Add +0.1% |
| LRCX Lam Research Corp. | 0.03% | 2,804 | $480K | No change |
| CMCSA Comcast Corp. Class A | 0.03% | 15,391 | $460K | Reduce -33.6% |
| XJR Ishr ESG SS S&P Smal-Cap-Usd | 0.03% | 10,756 | $458K | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.03% | 10,282 | $457K | Add +1.7% |
| FBTC Fidelity Wise Origin Bitcoin | 0.03% | 5,895 | $449K | Reduce -5.3% |
| IAU iShares Gold Trust | 0.03% | 5,363 | $435K | No change |
| ACWV iShares MSCI Global Min Vol | 0.03% | 3,647 | $433K | Reduce -0.9% |
| IJH iShares Core S&P Midcap ETF | 0.03% | 6,537 | $431K | Add +13.8% |
| VGT Vanguard Info Tech ETF | 0.03% | 558 | $421K | Add +25.1% |
| PNC PNC Financial Services Group | 0.03% | 1,996 | $417K | Reduce -60.0% |
| AVDE Avantis International Equity | 0.03% | 5,046 | $415K | Reduce -1.0% |
| WFC Wells Fargo & Co. | 0.03% | 4,385 | $409K | Reduce -13.9% |
| PEG Public Service Enterprise GP | 0.03% | 5,011 | $402K | No change |
| SU Suncor Energy Inc. | 0.03% | 9,021 | $400K | No change |
| ISCV iShares Morningstar Small-Ca | 0.03% | 5,811 | $398K | Add +0.7% |
| CMG Chipotle Mexican Grill Inc. | 0.03% | 10,393 | $385K | Reduce -5.4% |
| USB US Bancorp | 0.03% | 7,180 | $383K | Reduce -0.0% |
| GWX State Street SPDR S&P Intern | 0.03% | 9,303 | $380K | Reduce -1.7% |
| COP Conocophillips | 0.02% | 4,022 | $377K | Reduce -4.7% |
| DFAU Dimensional US Core Equity M | 0.02% | 8,025 | $376K | Reduce -0.0% |
| MDY State Street SPDR S&P Midcap | 0.02% | 622 | $375K | No change |
| SO The Southern Co. | 0.02% | 4,274 | $373K | Add +2.3% |
| SHOP Shopify Inc. Class A | 0.02% | 2,274 | $366K | Add +63.6% |
| DD Dupont DE Nemours Inc. | 0.02% | 8,693 | $349K | Reduce -34.7% |
| OEF iShares S&P 100 ETF | 0.02% | 1,012 | $347K | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.02% | 1,238 | $346K | No change |
| PFI Invesco Dorsey Wright Financ | 0.02% | 5,973 | $345K | No change |
| VGK Vanguard Ftse Europe ETF | 0.02% | 3,984 | $333K | Reduce -0.2% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.02% | 1,023 | $322K | Reduce -6.8% |
| DGRS Wisdomtree U.S. Smallcap Qua | 0.02% | 6,424 | $319K | No change |
| ATO Atmos Energy Corp. | 0.02% | 1,885 | $316K | No change |
| XJH Ishare ESG SS S&P Midcap ETF | 0.02% | 6,971 | $311K | Add +16.1% |
| IUSV iShares Core S&P U.S. Value | 0.02% | 3,029 | $311K | No change |
| HIG Hartford Insurance Group Inc. | 0.02% | 2,243 | $309K | No change |
| NEE Nextera Energy Inc. | 0.02% | 3,849 | $309K | Add +1.5% |
| ACN Accenture PLC Class A | 0.02% | 1,149 | $308K | Reduce -3.7% |
| CI The Cigna Group | 0.02% | 1,113 | $306K | Reduce -39.4% |
| EMXF iShares ESG Adv MSCI Em ETF | 0.02% | 6,552 | $305K | No change |
| ED Consolidated Edison Inc. | 0.02% | 3,043 | $302K | Add +0.0% |
| SCHC Schwab Intl Small-Cap Equity | 0.02% | 6,566 | $299K | Add +0.4% |
| IYG iShares U.S. Financial Servi | 0.02% | 3,213 | $296K | No change |
| PXH Inves Rafi Emer MRKT-Usd Inc. | 0.02% | 10,947 | $283K | Reduce -4.0% |
| SYK Stryker Corp. | 0.02% | 800 | $281K | Reduce -2.0% |
| NSC Norfolk Southern Corp. | 0.02% | 967 | $279K | Reduce -11.4% |
| WMB Williams Cos Inc. | 0.02% | 4,608 | $277K | Reduce -1.9% |
| AZN Astrazeneca PLC-Spons ADR | 0.02% | 2,949 | $271K | Reduce -5.2% |
| XMLV Invesco S&P Midcap Low Volat | 0.02% | 4,275 | $267K | No change |
| BFOR Barron's 400 ETF | 0.02% | 3,236 | $266K | No change |
| MDLZ Mondelez International Inc. Class A | 0.02% | 4,852 | $261K | Reduce -8.8% |
| IWN iShares Russell 2000 Value E | 0.02% | 1,434 | $260K | Reduce -6.0% |
| DGRW Wisdomtree U.S. Quality Divi | 0.02% | 2,849 | $255K | Add +1.1% |
| RDVY First Trust Rising Dividend | 0.02% | 3,665 | $255K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.02% | 833 | $253K | Reduce -5.8% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.02% | 9,261 | $252K | Reduce -5.5% |
| SCHW Schwab (charles) Corp. | 0.02% | 2,512 | $251K | Add +0.2% |
| PRK Park National Corp. | 0.02% | 1,636 | $249K | No change |
| AVY Avery Dennison Corp. | 0.02% | 1,344 | $244K | No change |
| VFC VF Corp. | 0.02% | 13,443 | $243K | Add +10.7% |
| AHR American Healthcare REIT Inc. | 0.02% | 5,141 | $242K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.02% | 1,361 | $242K | Add +135.9% |
| GE General Electric filed as GE AEROSPACE | 0.02% | 785 | $242K | Add +74.8% |
| ISRG Intuitive Surgical Inc. | 0.02% | 426 | $241K | Reduce -17.6% |
| TRGP Targa Resources Corp. | 0.02% | 1,307 | $241K | No change |
| FTAI Ftai Aviation Ltd. | 0.02% | 1,221 | $240K | No change |
| AON Aon PLC Class A | 0.02% | 680 | $240K | No change |
| AMAT Applied Materials Inc. | 0.02% | 924 | $237K | Add +118.4% |
| STX Seagate Technology Holdings | 0.02% | 859 | $237K | No change |
| PTNQ Pacer Trendpilot 100 ETF | 0.02% | 3,000 | $236K | No change |
| BMY Bristol-Myers Squibb Co. | 0.02% | 4,336 | $234K | Reduce -35.6% |
| DFAE Dimensional Emerging Core Eq | 0.02% | 7,076 | $230K | No change |
| SNA Snap-on Inc. | 0.02% | 667 | $230K | No change |
| XLV SS Health Care Select Sector | 0.02% | 1,484 | $230K | Reduce -16.5% |
| APD Air Products & Chemicals Inc. | 0.01% | 921 | $228K | Reduce -51.1% |
| EMR Emerson Electric Co. | 0.01% | 1,709 | $227K | No change |
| ANET Arista Networks Inc. | 0.01% | 1,728 | $226K | Reduce -14.8% |
| CARR Carrier Global Corp. | 0.01% | 4,212 | $223K | Reduce -4.3% |
| SPAB SS SPDR P Agg Bond ETF | 0.01% | 8,577 | $221K | No change |
| UNP Union Pacific Corp. | 0.01% | 954 | $221K | Reduce -7.2% |
| CPRI Capri Holdings Ltd. | 0.01% | 8,828 | $215K | Reduce -0.0% |
| VT Vanguard Tot World STK ETF | 0.01% | 1,514 | $214K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.01% | 1,373 | $211K | No change |
| NXPI NXP Semiconductors NV | 0.01% | 970 | $211K | Add +170.9% |
| ORLY O'reilly Automotive Inc. | 0.01% | 2,295 | $209K | No change |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.01% | 2,419 | $209K | No change |
| IBMO iShares Ibonds Dec 2026 Term | 0.01% | 8,133 | $209K | No change |
| BSJT Invesco Bulletshares 2029 HY | 0.01% | 9,665 | $208K | No change |
| ADSK Autodesk Inc. | 0.01% | 692 | $205K | Add +262.3% |
| IVW iShares S&P 500 Growth ETF | 0.01% | 1,643 | $203K | No change |
| EMN Eastman Chemical Co. | 0.01% | 3,172 | $202K | Add +0.3% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.01% | 2,082 | $202K | Add +3.5% |
| SHY iShares 1-3 Year Treasury Bo | 0.01% | 2,392 | $198K | Add +17.5% |
| VXF Vanguard Extended Market ETF | 0.01% | 943 | $197K | No change |
| XLK SS Technology Select Sector | 0.01% | 1,367 | $197K | Reduce -33.3% |
| PCAR Paccar Inc. | 0.01% | 1,785 | $195K | Add +792.5% |
| XLF SS Financial Select Sector | 0.01% | 3,558 | $195K | Add +57.6% |
| MTUM iShares MSCI USA Momentum Fa | 0.01% | 777 | $194K | No change |
| ARM Arm Holdings PLC-ADR | 0.01% | 1,700 | $186K | No change |
| LHX L3HARRIS Technologies Inc. | 0.01% | 629 | $185K | Reduce -1.6% |
| MTX Minerals Technologies Inc. | 0.01% | 3,000 | $183K | No change |
| GLW Corning Inc. | 0.01% | 2,086 | $183K | No change |
| IBDR iShares Ibonds Dec 2026 Term | 0.01% | 7,535 | $183K | Add +0.0% |
| EES Wisdomtree US Smallcap Fund | 0.01% | 3,162 | $180K | No change |
| AVXC Avantis Emg MKT Ex China ETF | 0.01% | 2,805 | $179K | Add +63.6% |
| WM Waste Management Inc. | 0.01% | 802 | $176K | No change |
| DVYE iShares Emerging Markets Div | 0.01% | 5,572 | $174K | Reduce -6.6% |
| FTC First Trust Large Cap Growth | 0.01% | 1,083 | $173K | No change |
| CSX CSX Corp. | 0.01% | 4,722 | $171K | No change |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.01% | 1,619 | $170K | Reduce -1.9% |
| AOR iShares Core 60/40 Balanced | 0.01% | 2,600 | $169K | No change |
| FMNB Farmers Natl Banc Corp. | 0.01% | 12,583 | $168K | No change |
| OKE Oneok Inc. | 0.01% | 2,260 | $166K | No change |
| KLAC KLA Corp. | 0.01% | 134 | $163K | No change |
| PSX Phillips 66 | 0.01% | 1,249 | $161K | Reduce -20.8% |
| TEL Te Connectivity PLC | 0.01% | 705 | $160K | No change |
| BOH Bank of Hawaii Corp. filed as BANK HAWAII CORP | 0.01% | 2,318 | $158K | No change |
| NTES Netease Inc.-ADR | 0.01% | 1,148 | $158K | Reduce -13.8% |
| NUE Nucor Corp. | 0.01% | 950 | $155K | No change |
| CTVA Corteva Inc. | 0.01% | 2,309 | $155K | Reduce -20.0% |
| SCHM Schwab US Mid Cap ETF | 0.01% | 4,971 | $149K | No change |
| RPAR Rpar Risk Parity ETF | 0.01% | 6,962 | $149K | Reduce -22.2% |
| VTIP Vanguard Short-Term Tips | 0.01% | 3,005 | $149K | No change |
| EMGF iShares Emerging Markets Equ | 0.01% | 2,556 | $148K | No change |
| TFC Truist Financial Corp. | 0.01% | 2,974 | $146K | Reduce -64.6% |
| ESGU iShares ESG Aware MSCI USA | 0.01% | 982 | $146K | No change |
| IWM iShares Russell 2000 ETF | 0.01% | 594 | $146K | Reduce -6.8% |
| TGT Target Corp. | 0.01% | 1,494 | $146K | Reduce -23.1% |
| VNQ Vanguard Real Estate ETF | 0.01% | 1,644 | $145K | Reduce -0.5% |
| DEXC Dimensional Em Ex Cce ETF | 0.01% | 2,402 | $145K | Add +31.5% |
| ADI Analog Devices Inc. | 0.01% | 534 | $145K | Reduce -9.9% |
| MKC McCormick & Co.-Non VTG SHRS | 0.01% | 2,061 | $140K | No change |
| MTD Mettler-Toledo International | 0.01% | 100 | $139K | No change |
| CVS CVS Health Corp. | 0.01% | 1,717 | $136K | Reduce -1.4% |
| HUM Humana Inc. | 0.01% | 529 | $135K | Reduce -56.6% |
| APP AppLovin Corp. Class A | 0.01% | 201 | $135K | Add +2771.4% |
| BP BP PLC-Spons ADR | 0.01% | 3,888 | $135K | No change |
| IDA Idacorp Inc. | 0.01% | 1,065 | $135K | No change |
| BKNG Booking Holdings Inc. | 0.01% | 25 | $134K | No change |
| VRTX Vertex Pharmaceuticals Inc. | 0.01% | 294 | $133K | No change |
| OTIS Otis Worldwide Corp. | 0.01% | 1,503 | $131K | Reduce -14.8% |
| USRT iShares Core US REIT ETF | 0.01% | 2,274 | $130K | No change |
| RBA RB Global Inc. | 0.01% | 1,249 | $128K | No change |
| COWZ Pacer US Cash Cows 100 ETF | 0.01% | 2,125 | $128K | No change |
| VXUS Vanguard Total Intl Stock | 0.01% | 1,671 | $126K | Reduce -10.4% |
| IWO iShares Russell 2000 Growth | 0.01% | 389 | $126K | No change |
| DFAW Dimensional World Eqty ETF | 0.01% | 1,650 | $122K | Add +28.4% |
| COR Cencora Inc. | 0.01% | 352 | $119K | No change |
| VONG Vanguard Russell 1000 Growth | 0.01% | 970 | $118K | No change |
| BX Blackstone Inc. | 0.01% | 755 | $116K | No change |
| AFL Aflac Inc. | 0.01% | 1,053 | $116K | Reduce -10.5% |
| EMBJ Embraer SA-Spon ADR | 0.01% | 1,785 | $115K | No change |
| DUK Duke Energy Corp. | 0.01% | 976 | $114K | Reduce -71.6% |
| KR Kroger Co. | 0.01% | 1,827 | $114K | Add +0.4% |
| IWY iShares Russell Top 200 Grow | 0.01% | 410 | $114K | No change |
| VOOV Vanguard S&P 500 Value ETF | 0.01% | 552 | $113K | No change |
| VLTO Veralto Corp. | 0.01% | 1,132 | $113K | Reduce -6.5% |
| CHGX Stance Sustainable Beta ETF | 0.01% | 4,115 | $112K | No change |
| ROK Rockwell Automation Inc. | 0.01% | 285 | $111K | Reduce -3.1% |
| MELI MercadoLibre Inc. | 0.01% | 55 | $111K | Reduce -17.9% |
| MPC Marathon Petroleum Corp. | 0.01% | 673 | $109K | No change |
| FVD First Trust Value Line DVD | 0.01% | 2,350 | $108K | No change |
| CEG Constellation Energy | 0.01% | 301 | $106K | No change |
| SGOL Abrdn Physical Gold Shares | 0.01% | 2,561 | $105K | No change |
| SGOV iShares 0-3 Month Treasury B | 0.01% | 1,048 | $105K | Reduce -22.1% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.01% | 586 | $104K | Reduce -20.6% |
| MRVL Marvell Technology Inc. | 0.01% | 1,212 | $103K | No change |
| KGC Kinross Gold Corp. | 0.01% | 3,638 | $102K | No change |
| VOOG Vanguard S&P 500 Growth ETF | 0.01% | 228 | $101K | Reduce -4.6% |
| VLO Valero Energy Corp. | 0.01% | 617 | $100K | No change |
| TT Trane Technologies PLC | 0.01% | 251 | $98K | No change |
| HYD Vaneck High Yield Muni ETF | 0.01% | 1,910 | $98K | No change |
| DIM Wisdomtree Intl M/C DVD Fund | 0.01% | 1,210 | $97K | No change |
| EXPD Expeditors Intl Wash Inc. | 0.01% | 651 | $97K | No change |
| B Barrick Mining Corp. | 0.01% | 2,214 | $96K | No change |
| BSJS Invesco Bulletshares 2028 HY | 0.01% | 4,350 | $96K | No change |
| GEV GE Vernova Inc. | 0.01% | 144 | $94K | Add +46.9% |
| EEM iShares MSCI Emerging Market | 0.01% | 1,712 | $94K | Reduce -14.7% |
| SOLS Solstice Adv Materials Inc. | 0.01% | 1,927 | $94K | Reduce -22.5% |
| BSJQ Invesco Bulletshares 2026 HY | 0.01% | 3,950 | $92K | No change |
| ONTO Onto Innovation Inc. | 0.01% | 579 | $91K | No change |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.01% | 2,055 | $91K | No change |
| NEM Newmont Corp. | 0.01% | 906 | $90K | No change |
| BSX Boston Scientific Corp. | 0.01% | 946 | $90K | No change |
| PYPL PayPal Holdings Inc. | 0.01% | 1,537 | $90K | Reduce -29.9% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.01% | 1,755 | $89K | Reduce -25.8% |
| AVUS Avantis U.S. Equity ETF | 0.01% | 795 | $89K | Reduce -0.6% |
| ITT Itt Inc. | 0.01% | 510 | $88K | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.01% | 759 | $88K | No change |
| SNY Sanofi-ADR | 0.01% | 1,812 | $88K | Reduce -0.2% |
| TTWO Take-Two Interactive Softwre | 0.01% | 340 | $87K | No change |
| ETHE Grayscale Ethereum Staking E | 0.01% | 3,508 | $85K | Reduce -8.4% |
| IWR iShares Russell Mid-Cap ETF | 0.01% | 887 | $85K | No change |
| EG Everest Group Ltd. | 0.01% | 250 | $85K | No change |
| XLP SS Consumer Staples Sel Sect | 0.01% | 1,080 | $84K | Add +0.6% |
| WSM Williams-Sonoma Inc. | 0.01% | 468 | $84K | No change |
| FSLR First Solar Inc. | 0.01% | 315 | $82K | No change |
| TDIV FT Nasdaq Tech DVD Index FD | 0.01% | 837 | $81K | No change |
| KNSL Kinsale Capital Group Inc. | 0.01% | 207 | $81K | No change |
| DFUV Dimensional US Marketwide Va | 0.01% | 1,737 | $81K | Add +0.3% |
| FDX FedEx Corp. | 0.01% | 280 | $81K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.01% | 573 | $81K | No change |
| IBB iShares Biotechnology ETF | 0.01% | 475 | $80K | Add +0.6% |
| ROST Ross Stores Inc. | 0.01% | 443 | $80K | No change |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.01% | 3,248 | $79K | No change |
| SPGI S&P Global Inc. | 0.01% | 149 | $78K | Reduce -24.0% |
| AXON Axon Enterprise Inc. | 0.01% | 137 | $78K | Reduce -15.4% |
| DBC Invesco DB Commodity Index T | 0.01% | 3,467 | $78K | Add +1.8% |
| WELL Welltower Inc. | 0.00% | 405 | $75K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.00% | 5,714 | $75K | Reduce -32.9% |
| BND Vanguard Total Bond Market | 0.00% | 1,000 | $74K | New |
| IVOV Vanguard S&P Mid-Cap 400 Val | 0.00% | 731 | $74K | No change |
| STE Steris PLC | 0.00% | 291 | $74K | No change |
| HPQ HP Inc. | 0.00% | 3,278 | $73K | Reduce -1.0% |
| MFEM PIMCO Rafi Dynamic Multi-Fac filed as PIMCO EQUITY SER | 0.00% | 3,155 | $73K | No change |
| AKAM Akamai Technologies Inc. | 0.00% | 830 | $72K | Reduce -52.2% |
| SRE Sempra | 0.00% | 818 | $72K | No change |
| ETH Grayscale Ethereum Staking M | 0.00% | 2,564 | $72K | Reduce -1.2% |
| SLV iShares Silver Trust | 0.00% | 1,109 | $71K | No change |
| SHEL Shell PLC-ADR | 0.00% | 972 | $71K | No change |
| TM Toyota Motor Corp. -Spon ADR | 0.00% | 331 | $71K | No change |
| FENI Fidelity Enhanced Intl ETF | 0.00% | 1,936 | $71K | No change |
| IT Gartner Inc. | 0.00% | 280 | $71K | Reduce -11.4% |
| ISCF iShares International Small | 0.00% | 1,687 | $70K | No change |
| ACHR Archer Aviation Inc. Class A | 0.00% | 9,260 | $70K | No change |
| UPS United Parcel Service Class B | 0.00% | 701 | $70K | Reduce -79.5% |
| BOTZ Global X Robotics & Artifici | 0.00% | 1,916 | $69K | No change |
| PM Philip Morris International | 0.00% | 428 | $69K | Reduce -78.3% |
| SOLV Solventum Corp. | 0.00% | 865 | $69K | Reduce -17.5% |
| CIBR First Trust Nasdaq Cybersecu | 0.00% | 952 | $68K | Add +134.5% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.00% | 2,655 | $68K | No change |
| APO Apollo Global Management Inc. | 0.00% | 461 | $67K | No change |
| MLAB Mesa Laboratories Inc. | 0.00% | 830 | $65K | No change |
| NOBL Proshares S&P 500 Dividend A | 0.00% | 625 | $65K | No change |
| CHTR Charter Communications Inc. Class A | 0.00% | 311 | $65K | Reduce -13.1% |
| CAH Cardinal Health Inc. | 0.00% | 314 | $65K | No change |
| IP International Paper Co. | 0.00% | 1,638 | $65K | No change |
| WTRG Essential Utilities Inc. | 0.00% | 1,677 | $64K | No change |
| INQQ Inqq the India Internet ETF filed as EXCHANGE TRADED CONCEPTS TRU | 0.00% | 4,345 | $64K | No change |
| SPYV SS SPDR P S&P 500 Value ETF | 0.00% | 1,122 | $64K | Reduce -7.4% |
| MSI Motorola Solutions Inc. | 0.00% | 165 | $63K | No change |
| BPRE Bluerock Private Real Estate | 0.00% | 4,186 | $63K | New |
| EQIX Equinix Inc. | 0.00% | 82 | $63K | Reduce -57.5% |
| VTHR Vanguard Russell 3000 | 0.00% | 208 | $62K | No change |
| VMC Vulcan Materials Co. | 0.00% | 219 | $62K | No change |
| PRU Prudential Financial Inc. | 0.00% | 550 | $62K | Reduce -80.3% |
| KMI Kinder Morgan Inc. | 0.00% | 2,221 | $61K | Add +0.5% |
| RSG Republic Services Inc. | 0.00% | 288 | $61K | No change |
| IWC iShares Micro-Cap ETF | 0.00% | 382 | $60K | No change |
| JQUA JPMorgan US Quality Factor | 0.00% | 940 | $59K | No change |
| NVS Novartis AG-Sponsored ADR | 0.00% | 428 | $59K | Add +30.5% |
| MDT Medtronic PLC | 0.00% | 610 | $59K | Reduce -83.7% |
| FRDM Freedom 100 Emeging MRKT ETF | 0.00% | 1,121 | $57K | No change |
| SNOW Snowflake Inc. | 0.00% | 262 | $57K | Reduce -44.1% |
| VIOV Vanguard S&P Small-Cap 600 V | 0.00% | 584 | $57K | No change |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.00% | 1,661 | $57K | No change |
| ICLN iShares Global Clean Energy | 0.00% | 3,445 | $57K | Add +0.1% |
| QDF NT Qual Div ETF | 0.00% | 700 | $57K | No change |
| BR Broadridge Financial Solutio | 0.00% | 253 | $56K | No change |
| KDP Keurig Dr Pepper Inc. | 0.00% | 1,964 | $55K | Reduce -24.2% |
| EOG EOG Resources Inc. | 0.00% | 507 | $53K | No change |
| EXC Exelon Corp. | 0.00% | 1,216 | $53K | No change |
| HBAN Huntington Bancshares Inc. | 0.00% | 3,036 | $53K | Reduce -6.2% |
| WD Walker & Dunlop Inc. | 0.00% | 865 | $52K | No change |
| IUSG iShares Core S&P U.S. Growth | 0.00% | 309 | $52K | Reduce -0.6% |
| FSTA Fidelity MSCI Cons Stap Indx | 0.00% | 1,055 | $52K | No change |
| CTSH Cognizant Tech Solutions-A | 0.00% | 620 | $51K | Reduce -10.1% |
| PAYX Paychex Inc. | 0.00% | 459 | $51K | Reduce -35.4% |
| GEHC GE Healthcare Technology | 0.00% | 620 | $51K | Add +545.8% |
| ETR Entergy Corp. | 0.00% | 548 | $51K | Reduce -84.1% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.00% | 384 | $49K | No change |
| CLF Cleveland-Cliffs Inc. | 0.00% | 3,725 | $49K | Reduce -24.4% |
| NBTB N B T Bancorp Inc. | 0.00% | 1,190 | $49K | No change |
| SLF Sun Life Financial Inc. | 0.00% | 787 | $49K | No change |
| HLT Hilton Worldwide Holdings Inc. | 0.00% | 169 | $49K | No change |
| ES Eversource Energy | 0.00% | 718 | $48K | Reduce -83.4% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.00% | 1,268 | $48K | No change |
| WEC WEC Energy Group Inc. | 0.00% | 456 | $48K | Reduce -82.5% |
| SCCO Southern Copper Corp. | 0.00% | 334 | $48K | Add +0.6% |
| IAUM iShares Gold Trust Micro | 0.00% | 1,100 | $47K | New |
| CSQ Calamos Strat TTL RTRN FND | 0.00% | 2,400 | $46K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.00% | 336 | $46K | Add +10.2% |
| SCI Service Corp. International | 0.00% | 586 | $46K | No change |
| AEP American Electric Power | 0.00% | 395 | $46K | No change |
| BTC Grayscale Bitcoin Mini ETF | 0.00% | 1,175 | $46K | No change |
| DUHP Dimensional US High Profi Et | 0.00% | 1,192 | $45K | Add +0.3% |
| DJD Invesco Dow Jones Industrial | 0.00% | 791 | $45K | No change |
| BSJR Invesco Bulletshares 2027 HY | 0.00% | 1,991 | $45K | No change |
| RACE Ferrari NV | 0.00% | 121 | $45K | No change |
| BRO Brown & Brown Inc. | 0.00% | 560 | $45K | No change |
| WDAY Workday Inc. Class A | 0.00% | 207 | $44K | No change |
| SYY Sysco Corp. | 0.00% | 603 | $44K | Reduce -84.7% |
| IBTO iShares Ibonds Dec 2033 Tres | 0.00% | 1,791 | $44K | Add +1.0% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.00% | 780 | $44K | No change |
| URI United Rentals Inc. | 0.00% | 54 | $44K | No change |
| FV First Trust DW Focus 5 Fund | 0.00% | 692 | $44K | No change |
| HUBS HubSpot Inc. | 0.00% | 107 | $43K | No change |
| ALB Albemarle Corp. | 0.00% | 303 | $43K | No change |
| HPE Hewlett Packard Enterprise | 0.00% | 1,761 | $42K | Reduce -5.3% |
| MO Altria Group Inc. | 0.00% | 732 | $42K | Reduce -85.0% |
| DLTR Dollar Tree Inc. | 0.00% | 342 | $42K | No change |
| VYMI Vanguard Int High DVD YLD Inc. | 0.00% | 466 | $42K | Add +46.1% |
| AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO | 0.00% | 640 | $42K | New |
| ACGL Arch Capital Group Ltd. | 0.00% | 435 | $42K | No change |
| VOD Vodafone Group PLC-SP ADR | 0.00% | 3,144 | $42K | No change |
| HEI.A Heico Corp. Class A | 0.00% | 164 | $41K | No change |
| AVSU Avantis Resp US Equity ETF | 0.00% | 541 | $41K | Add +31.6% |
| ITA iShares U.S. Aerospace & Def | 0.00% | 191 | $41K | No change |
| SILA Sila Realty Trust Inc. | 0.00% | 1,750 | $41K | No change |
| GGG Graco Inc. | 0.00% | 491 | $40K | No change |
| NWSA News Corp. Class A | 0.00% | 1,536 | $40K | Add +0.1% |
| SPOT Spotify Technology SA | 0.00% | 69 | $40K | No change |
| BDX Becton Dickinson and Co. | 0.00% | 204 | $40K | Reduce -87.2% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.00% | 196 | $39K | No change |
| NOK Nokia Corp.-Spon ADR | 0.00% | 6,068 | $39K | Reduce -0.4% |
| VTYX Ventyx Biosciences Inc. | 0.00% | 4,301 | $39K | No change |
| ENB Enbridge Inc. | 0.00% | 810 | $39K | Reduce -87.5% |
| VOX Vanguard Communication Servi | 0.00% | 200 | $39K | New |
| A Agilent Technologies Inc. | 0.00% | 284 | $39K | No change |
| WY Weyerhaeuser Co. | 0.00% | 1,631 | $39K | No change |
| STT State Street Corp. | 0.00% | 296 | $38K | No change |
| WAT Waters Corp. | 0.00% | 100 | $38K | No change |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.00% | 450 | $38K | No change |
| BIV Vanguard Intermediate-Term B | 0.00% | 484 | $38K | No change |
| BLOK Amplify Blockchain Tech ETF | 0.00% | 643 | $37K | Add +0.3% |
| NDSN Nordson Corp. | 0.00% | 151 | $36K | No change |
| INDA iShares MSCI India ETF | 0.00% | 670 | $36K | New |
| DLR Digital Realty Trust Inc. | 0.00% | 231 | $36K | Reduce -37.9% |
| GRMN Garmin Ltd. | 0.00% | 175 | $35K | No change |
| VVV Valvoline Inc. | 0.00% | 1,221 | $35K | No change |
| FALN iShares Fallen Angels ETF | 0.00% | 1,292 | $35K | No change |
| DVN Devon Energy Corp. | 0.00% | 946 | $35K | No change |
| DKNG Draftkings Inc. Class A | 0.00% | 1,000 | $34K | No change |
| FTCS First Trust Capital Strength | 0.00% | 368 | $34K | No change |
| DCI Donaldson Co. Inc. | 0.00% | 377 | $33K | No change |
| MRSH Marsh & McLennan Cos | 0.00% | 180 | $33K | Add +16.9% |
| LOUP Innovator Deepwater Frontier | 0.00% | 436 | $33K | No change |
| FTNT Fortinet Inc. | 0.00% | 419 | $33K | No change |
| FXL First Trust Technology Alpha | 0.00% | 197 | $33K | No change |
| RKLB Rocket Lab Corp. | 0.00% | 475 | $33K | New |
| FMDE Fidelity Enhanced Mid Cap Co. | 0.00% | 908 | $33K | No change |
| CP Canadian Pacific Kansas City | 0.00% | 447 | $33K | No change |
| CINF Cincinnati Financial Corp. | 0.00% | 201 | $33K | Reduce -5.2% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.00% | 405 | $33K | No change |
| IBN Icici Bank Ltd.-Spon ADR | 0.00% | 1,092 | $33K | No change |
| SYF Synchrony Financial | 0.00% | 387 | $32K | No change |
| PKG Packaging Corp. of America | 0.00% | 156 | $32K | No change |
| J Jacobs Solutions Inc. | 0.00% | 240 | $32K | No change |
| DGX Quest Diagnostics Inc. | 0.00% | 183 | $32K | No change |
| CCEP Coca-Cola Europacific Partne | 0.00% | 350 | $32K | No change |
| AMLP Alerian MLP ETF | 0.00% | 672 | $32K | No change |
| VGLT Vanguard Long-Term Treasury | 0.00% | 548 | $31K | No change |
| UBER Uber Technologies Inc. | 0.00% | 374 | $31K | No change |
| GM General Motors Co. | 0.00% | 375 | $30K | No change |
| HCA HCA Healthcare Inc. | 0.00% | 64 | $30K | No change |
| FTA First Trust L C Val Alp | 0.00% | 343 | $30K | No change |
| ICLR Icon PLC | 0.00% | 161 | $29K | No change |
| FTV Fortive Corp. | 0.00% | 530 | $29K | No change |
| GSLC Goldman Activebeta US LC ETF | 0.00% | 220 | $29K | No change |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 0.00% | 318 | $29K | No change |
| IEF iShares 7-10 Year Treasury B | 0.00% | 297 | $29K | No change |
| IEI iShares 3-7 Year Treasury Bo | 0.00% | 238 | $28K | No change |
| GNL Global Net Lease Inc. | 0.00% | 3,297 | $28K | No change |
| BABA Alibaba Group Holding-SP ADR | 0.00% | 193 | $28K | No change |
| DLY Doubleline Yield Opport | 0.00% | 1,944 | $28K | No change |
| NTRA Natera Inc. | 0.00% | 123 | $28K | No change |
| VPL Vanguard Ftse Pacific ETF | 0.00% | 311 | $28K | No change |
| CBOE Cboe Global Markets Inc. | 0.00% | 111 | $28K | No change |
| HAS Hasbro Inc. | 0.00% | 335 | $27K | No change |
| GWW WW Grainger Inc. | 0.00% | 27 | $27K | No change |
| BHP BHP Group Ltd.-Spon ADR | 0.00% | 450 | $27K | No change |
| IYR iShares US Real Estate ETF | 0.00% | 289 | $27K | No change |
| AGG iShares Core U.S. Aggregate | 0.00% | 271 | $27K | Add +6.7% |
| NGG National Grid PLC-SP ADR | 0.00% | 348 | $27K | No change |
| KEYS Keysight Technologies Inc. | 0.00% | 132 | $27K | No change |
| IBTP iShares Ibonds Dec 2034 ETF | 0.00% | 1,037 | $27K | Add +1.7% |
| CBSH Commerce Bancshares Inc. | 0.00% | 510 | $27K | Reduce -10.2% |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BANK OF CO | 0.00% | 294 | $27K | No change |
| NTRS Northern Trust Corp. | 0.00% | 195 | $27K | No change |
| VMBS Vanguard Mortgage-Backed Sec | 0.00% | 565 | $27K | No change |
| ACA Arcosa Inc. | 0.00% | 250 | $27K | No change |
| CDNS Cadence Design SYS Inc. | 0.00% | 85 | $27K | No change |
| RDDT Reddit Inc. Class A | 0.00% | 115 | $26K | No change |
| WCN Waste Connections Inc. | 0.00% | 150 | $26K | No change |
| SEIC Sei Investments Company | 0.00% | 320 | $26K | No change |
| CPNG Coupang Inc. | 0.00% | 1,111 | $26K | No change |
| SLAB Silicon Laboratories Inc. | 0.00% | 200 | $26K | No change |
| ASH Ashland Inc. | 0.00% | 445 | $26K | No change |
| AME Ametek Inc. | 0.00% | 127 | $26K | No change |
| PML PIMCO Municipal Income FD II | 0.00% | 3,451 | $26K | New |
| EXAS Exact Sciences Corp. | 0.00% | 255 | $26K | No change |
| EPRT Essential Properties Realty | 0.00% | 867 | $26K | No change |
| MCY Mercury General Corp. | 0.00% | 273 | $26K | Reduce -14.7% |
| CME Cme Group Inc. | 0.00% | 94 | $26K | Add +64.9% |
| JCI Johnson Controls Internation | 0.00% | 214 | $26K | No change |
| JPME JPM Diver Ret US MC Equity filed as J P MORGAN EXCHANGE TRADED F | 0.00% | 234 | $25K | No change |
| SONY Sony Group Corp. - SP ADR | 0.00% | 985 | $25K | No change |
| NTR Nutrien Ltd. | 0.00% | 408 | $25K | No change |
| SCHH Schwab US REIT ETF | 0.00% | 1,205 | $25K | No change |
| ARCC Ares Capital Corp. | 0.00% | 1,242 | $25K | No change |
| MRNA Moderna Inc. | 0.00% | 843 | $25K | No change |
| GSG iShares S&P Gsci Commodity I | 0.00% | 1,073 | $25K | Reduce -4.6% |
| KMB Kimberly-Clark Corp. | 0.00% | 245 | $25K | Reduce -68.0% |
| AWK American Water Works Co. Inc. | 0.00% | 187 | $24K | No change |
| AVLC Avantis US LG Cap Eq ETF | 0.00% | 311 | $24K | Add +143.0% |
| DWX State Street SPDR S&P Intern | 0.00% | 555 | $24K | No change |
| INMD Inmode Ltd. | 0.00% | 1,649 | $24K | No change |
| SCHR Schwab Intermediate-Term US | 0.00% | 964 | $24K | Reduce -8.0% |
| TRI Thomson Reuters Corp. | 0.00% | 183 | $24K | No change |
| UGI Ugi Corp. | 0.00% | 642 | $24K | No change |
| MCO Moody's Corp. | 0.00% | 47 | $24K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.00% | 300 | $24K | Reduce -50.0% |
| MKL Markel Group Inc. | 0.00% | 11 | $24K | No change |
| VCR Vanguard Consumer Discre ETF | 0.00% | 60 | $24K | New |
| VOYA Voya Financial Inc. | 0.00% | 317 | $24K | No change |
| KLAR Klarna Group PLC | 0.00% | 811 | $23K | New |
| UL Unilever PLC-Sponsored ADR | 0.00% | 355 | $23K | Reduce -16.1% |
| RY Royal Bank of Canada | 0.00% | 134 | $23K | No change |
| TMFC Motley Fool 100 Index ETF | 0.00% | 318 | $23K | No change |
| NJR New Jersey Resources Corp. | 0.00% | 492 | $23K | No change |
| IQLT iShares MSCI International Q | 0.00% | 488 | $22K | No change |
| PPL PPL Corp. | 0.00% | 633 | $22K | No change |
| THO Thor Industries Inc. | 0.00% | 215 | $22K | No change |
| INGR Ingredion Inc. | 0.00% | 200 | $22K | No change |
| AMG Affiliated Managers Group | 0.00% | 76 | $22K | No change |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.00% | 311 | $22K | No change |
| IBMP iShares Ibonds Dec 2027 Term | 0.00% | 837 | $21K | No change |
| CFR Cullen/Frost Bankers Inc. | 0.00% | 166 | $21K | No change |
| INNOVATOR IBD BREAKOUT OPPS | 0.00% | 577 | $21K | No change |
| ODFL Old Dominion Freight Line | 0.00% | 133 | $21K | No change |
| IVT Inventrust Properties Corp. | 0.00% | 739 | $21K | No change |
| RBLX Roblox Corp. Class A | 0.00% | 255 | $21K | Add +93.2% |
| ET Energy Transfer LP | 0.00% | 1,250 | $21K | No change |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.00% | 803 | $21K | No change |
| IR Ingersoll-Rand Inc. | 0.00% | 258 | $20K | No change |
| FHLC Fidelity MSCI Health Care | 0.00% | 275 | $20K | No change |
| GPN Global Payments Inc. | 0.00% | 260 | $20K | No change |
| FXH First Trust Health Care Alph | 0.00% | 176 | $20K | No change |
| ROP Roper Technologies Inc. | 0.00% | 45 | $20K | No change |
| ALC Alcon Inc. filed as ALCON AG | 0.00% | 254 | $20K | No change |
| QEMM State Street SPDR MSCI Emerg | 0.00% | 298 | $20K | No change |
| MAIN Main Street Capital Corp. | 0.00% | 325 | $20K | No change |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.00% | 371 | $20K | No change |
| RPM RPM International Inc. | 0.00% | 188 | $20K | Add +21.3% |
| FTXH First Trust Nasdaq Pharmaceu | 0.00% | 593 | $20K | No change |
| ROBT First Trust Nasdaq Artificia | 0.00% | 372 | $19K | No change |
| BLV Vanguard Long-Term Bond ETF | 0.00% | 277 | $19K | No change |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.00% | 1,205 | $19K | No change |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.00% | 186 | $19K | No change |
| DES Wisdomtree US Smallcap Divid | 0.00% | 561 | $19K | No change |
| PTLC Pacer Trendpilot US Large Ca | 0.00% | 337 | $19K | No change |
| GSHD Goosehead Insurance Inc. Class A | 0.00% | 249 | $18K | No change |
| DTE DTE Energy Company | 0.00% | 141 | $18K | Reduce -38.2% |
| CRL Charles River Laboratories | 0.00% | 91 | $18K | No change |
| BTI British American Tob-SP ADR | 0.00% | 315 | $18K | No change |
| EQNR Equinor ASA-Spon ADR | 0.00% | 750 | $18K | No change |
| PMM Franklin Managed Municipal I | 0.00% | 2,823 | $18K | New |
| XEL Xcel Energy Inc. | 0.00% | 238 | $18K | Add +12.8% |
| STZ Constellation Brands Inc. Class A | 0.00% | 127 | $18K | Reduce -13.6% |
| GIS General Mills Inc. | 0.00% | 375 | $17K | No change |
| CTAS Cintas Corp. | 0.00% | 92 | $17K | No change |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.00% | 66 | $17K | No change |
| SNPS Synopsys Inc. | 0.00% | 36 | $17K | Reduce -21.7% |
| FE Firstenergy Corp. | 0.00% | 375 | $17K | No change |
| JIRE JPMorgan Int Res Enh Eqty | 0.00% | 223 | $17K | Reduce -5.5% |
| EXTR Extreme Networks Inc. | 0.00% | 1,000 | $17K | No change |
| WBD Warner Bros Discovery Inc. | 0.00% | 573 | $17K | Reduce -2.9% |
| LUNR Intuitive Machines Inc. | 0.00% | 1,010 | $16K | No change |
| AIG American International Group | 0.00% | 191 | $16K | No change |
| IQV Iqvia Holdings Inc. | 0.00% | 72 | $16K | No change |
| SPXC SPX Technologies Inc. | 0.00% | 81 | $16K | No change |
| WSC Willscot Holdings Corp. | 0.00% | 860 | $16K | No change |
| DDOG Datadog Inc. Class A | 0.00% | 119 | $16K | No change |
| AMH American Homes 4 Rent- A | 0.00% | 500 | $16K | No change |
| BAM Brookfield Asset Mgmt-A | 0.00% | 306 | $16K | No change |
| WOMN Impact Shares Women's Empowe | 0.00% | 384 | $16K | No change |
| AMT American Tower Corp. | 0.00% | 90 | $16K | Reduce -63.0% |
| DKS Dick's Sporting Goods Inc. | 0.00% | 80 | $16K | No change |
| HQY Healthequity Inc. | 0.00% | 171 | $16K | No change |
| COIN Coinbase Global Inc. Class A | 0.00% | 69 | $16K | No change |
| WAB Wabtec Corp. | 0.00% | 73 | $16K | Add +46.0% |
| FCX Freeport-McMoran Inc. | 0.00% | 304 | $15K | No change |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.00% | 264 | $15K | No change |
| VDC Vanguard Consumer Staple ETF | 0.00% | 72 | $15K | No change |
| VTRS Viatris Inc. | 0.00% | 1,215 | $15K | Reduce -4.8% |
| BITQ Bitwise Crypto Indu Inno ETF | 0.00% | 758 | $15K | New |
| DFIS Dimensional International SM | 0.00% | 458 | $15K | No change |
| XLY SS Consumer Disc Select Sect | 0.00% | 126 | $15K | No change |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX | 0.00% | 200 | $15K | No change |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.00% | 150 | $15K | No change |
| KD Kyndryl Holdings Inc. | 0.00% | 552 | $15K | Reduce -2.5% |
| NLY Annaly Capital Management Inc. | 0.00% | 655 | $15K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.00% | 185 | $15K | Reduce -3.6% |
| PWR Quanta Services Inc. | 0.00% | 34 | $14K | No change |
| MSCI MSCI Inc. | 0.00% | 25 | $14K | Reduce -21.9% |
| USIG iShares Broad Usd Investment | 0.00% | 277 | $14K | No change |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.00% | 266 | $14K | No change |
| HTGC Hercules Capital Inc. | 0.00% | 756 | $14K | No change |
| PFG Principal Financial Group | 0.00% | 161 | $14K | No change |
| RF Regions Financial Corp. | 0.00% | 520 | $14K | No change |
| LUV Southwest Airlines Co. | 0.00% | 339 | $14K | No change |
| DTD Wisdomtree US Total Dividend | 0.00% | 165 | $14K | No change |
| WCLD Wisdomtree Cloud Computing | 0.00% | 399 | $14K | No change |
| VLUE iShares MSCI USA Value Facto | 0.00% | 102 | $14K | Reduce -7.3% |
| DXCM Dexcom Inc. | 0.00% | 208 | $14K | No change |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.00% | 295 | $14K | No change |
| AZO AutoZone Inc. | 0.00% | 4 | $14K | No change |
| UTF Cohen & Steers Infrastructur | 0.00% | 562 | $14K | No change |
| SPG Simon Property Group Inc. | 0.00% | 73 | $14K | No change |
| MFC Manulife Financial Corp. | 0.00% | 372 | $13K | No change |
| O Realty Income Corp. | 0.00% | 239 | $13K | Reduce -94.4% |
| MNST Monster Beverage Corp. | 0.00% | 173 | $13K | No change |
| IVOG Vanguard S&P Mid-Cap 400 Gro | 0.00% | 110 | $13K | No change |
| UNM Unum Group | 0.00% | 170 | $13K | No change |
| VGSH Vanguard Short-Term Treasury | 0.00% | 224 | $13K | No change |
| HII Huntington Ingalls Industrie | 0.00% | 38 | $13K | Reduce -96.0% |
| VPU Vanguard Utilities ETF | 0.00% | 69 | $13K | No change |
| AMP Ameriprise Financial Inc. | 0.00% | 26 | $13K | No change |
| KCE SS SPDR S&P Cap MKTS ETF | 0.00% | 85 | $13K | No change |
| BBJP JPMorgan Betabuilders Japan | 0.00% | 190 | $13K | Reduce -4.5% |
| HNDL Nasdaq 7 Handl Index ETF filed as STRATEGY SHS | 0.00% | 565 | $12K | No change |
| EWX State Street SPDR S&P Emergi | 0.00% | 187 | $12K | No change |
| PBD Invesco Global Clean Energy | 0.00% | 762 | $12K | No change |
| CCL Carnival Corp. | 0.00% | 400 | $12K | No change |
| HDV iShares Core High Dividend E | 0.00% | 100 | $12K | No change |
| TKO Tko Group Holdings Inc. | 0.00% | 57 | $12K | No change |
| AVSD Avantis Reps Intern Equi ETF | 0.00% | 159 | $12K | No change |
| PSA Public Storage | 0.00% | 45 | $12K | Reduce -45.8% |
| BBVA Banco Bilbao Vizcaya-SP ADR | 0.00% | 500 | $12K | No change |
| IEUR iShares Core MSCI Europe ETF | 0.00% | 163 | $12K | No change |
| BKR Baker Hughes Co. | 0.00% | 247 | $11K | No change |
| DHI D.R. Horton Inc. | 0.00% | 78 | $11K | No change |
| YUMC Yum China Holdings Inc. | 0.00% | 235 | $11K | No change |
| TMDX Transmedics Group Inc. | 0.00% | 92 | $11K | No change |
| XITK SS SPDR F Inno Tech ETF | 0.00% | 62 | $11K | No change |
| POST Post Holdings Inc. filed as POST HLDGS INC | 0.00% | 111 | $11K | No change |
| ELPC Cia Paranaense DE Ener-ADR filed as COMPANHIA PARANAENSE DE ENER | 0.00% | 1,152 | $11K | Add +400.9% |
| CCI Crown Castle Inc. | 0.00% | 122 | $11K | Add +16.2% |
| XETYX Eaton Vance Tax-MGD Div Eqty | 0.00% | 700 | $11K | New |
| VRSK Verisk Analytics Inc. | 0.00% | 48 | $11K | No change |
| BKF iShares MSCI Bic ETF | 0.00% | 245 | $11K | No change |
| LPLA LPL Financial Holdings Inc. | 0.00% | 30 | $11K | No change |
| ULH Universal Logistics Holdings | 0.00% | 705 | $11K | No change |
| NPO Enpro Inc. | 0.00% | 50 | $11K | No change |
| BLDR Builders Firstsource Inc. | 0.00% | 103 | $11K | Add +692.3% |
| SKYY First Trust Cloud Computing | 0.00% | 81 | $11K | No change |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.00% | 241 | $11K | No change |
| ECL Ecolab Inc. | 0.00% | 40 | $11K | Add +471.4% |
| MBB iShares MBS ETF | 0.00% | 109 | $10K | No change |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.00% | 162 | $10K | No change |
| HSY The Hershey Co. | 0.00% | 57 | $10K | New |
| CSL Carlisle Cos Inc. | 0.00% | 32 | $10K | No change |
| PDBC Invesco Optimum Yield Divers | 0.00% | 771 | $10K | Reduce -9.4% |
| CLX Clorox Company | 0.00% | 101 | $10K | No change |
| BIIB Biogen Inc. | 0.00% | 57 | $10K | No change |
| GSK GSK PLC-Spon ADR | 0.00% | 204 | $10K | Reduce -77.5% |
| DTM DT Midstream Inc. | 0.00% | 83 | $10K | No change |
| GPC Genuine Parts Co. | 0.00% | 80 | $10K | Reduce -95.9% |
| RCL Royal Caribbean Cruises Ltd. | 0.00% | 35 | $10K | No change |
| PAVE Global X US Infrastructure | 0.00% | 203 | $10K | No change |
| HPF John Hancock Prefer Inc. II | 0.00% | 600 | $10K | New |
| NTAP Netapp Inc. | 0.00% | 90 | $10K | No change |
| EA Electronic Arts Inc. | 0.00% | 47 | $10K | Reduce -81.9% |
| EVRG Evergy Inc. | 0.00% | 132 | $10K | Add +16.8% |
| STRIDE INC (LRN 1.125 09/01/27) | 0.00% | 7,000 | $10K | No change |
| IDXX Idexx Laboratories Inc. | 0.00% | 14 | $9K | No change |
| HWM Howmet Aerospace Inc. | 0.00% | 46 | $9K | No change |
| AVB Avalonbay Communities Inc. | 0.00% | 52 | $9K | Reduce -18.8% |
| PII Polaris Inc. | 0.00% | 149 | $9K | No change |
| GEF Greif Inc. Class A | 0.00% | 138 | $9K | No change |
| INSP Inspire Medical Systems Inc. | 0.00% | 100 | $9K | No change |
| CEF Sprott Physical Gold and Sil | 0.00% | 200 | $9K | No change |
| NXST Nexstar Media Group Inc. | 0.00% | 45 | $9K | No change |
| ETO Eaton Vance T/A GLBL DVD Opp | 0.00% | 300 | $9K | New |
| XLE SS Energy Select Sector | 0.00% | 202 | $9K | Add +380.9% |
| D Dominion Energy Inc. | 0.00% | 153 | $9K | No change |
| GLDM SPDR Gold Minishares Trust | 0.00% | 105 | $9K | No change |
| RAL Ralliant Corp. | 0.00% | 176 | $9K | No change |
| L Loews Corp. | 0.00% | 85 | $9K | No change |
| CSGP Costar Group Inc. | 0.00% | 131 | $9K | No change |
| JOBY Joby Aviation Inc. | 0.00% | 661 | $9K | Reduce -60.2% |
| SVM Silvercorp Metals Inc. | 0.00% | 1,043 | $9K | No change |
| VWOB Vanguard Emerg MKTS Gov BND | 0.00% | 129 | $9K | No change |
| BE Bloom Energy Corp. Class A | 0.00% | 100 | $9K | New |
| MSTR Strategy Inc. | 0.00% | 57 | $9K | No change |
| USFD US Foods Holding Corp. | 0.00% | 115 | $9K | No change |
| SBIO Alps Medical Breakthroughs | 0.00% | 167 | $9K | No change |
| APH Amphenol Corp. Class A | 0.00% | 63 | $9K | No change |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.00% | 185 | $8K | No change |
| GLTR Abrdn Precious Metals Basket | 0.00% | 41 | $8K | No change |
| KRE SS SPDR S&P Regional Bank | 0.00% | 130 | $8K | No change |
| JPST JPMorgan Ultra-Short Income | 0.00% | 166 | $8K | Reduce -4.0% |
| IAT iShares US Regional Banks Et | 0.00% | 152 | $8K | Add +0.7% |
| DNA Ginkgo Bioworks Holdings Inc. | 0.00% | 1,000 | $8K | New |
| MPWR Monolithic Power Systems Inc. | 0.00% | 9 | $8K | No change |
| ZTS Zoetis Inc. | 0.00% | 64 | $8K | Reduce -48.0% |
| GOLDEN MATRIX GROUP INC | 0.00% | 10,000 | $8K | No change |
| CRH CRH PLC | 0.00% | 64 | $8K | No change |
| IBKR Interactive Brokers Gro Class A | 0.00% | 124 | $8K | No change |
| WES Western Midstream Partners L | 0.00% | 200 | $8K | No change |
| RSPT Invesco S&P 500 Equal Weight | 0.00% | 173 | $8K | No change |
| GEL Genesis Energy L.P. | 0.00% | 500 | $8K | No change |
| BWA Borgwarner Inc. | 0.00% | 172 | $8K | No change |
| PODD Insulet Corp. | 0.00% | 27 | $8K | No change |
| HLI Houlihan Lokey Inc. | 0.00% | 44 | $8K | No change |
| IBDU iShares Ibonds Dec 2029 Term | 0.00% | 325 | $8K | No change |
| OMC Omnicom Group | 0.00% | 94 | $8K | Reduce -97.2% |
| CWCO Consolidated Water Co.-Ord SH | 0.00% | 215 | $8K | No change |
| DLS Wisdomtree Intl S/C DVD Fund | 0.00% | 93 | $8K | No change |
| IYH iShares U.S. Healthcare ETF | 0.00% | 115 | $7K | No change |
| ULTA Ulta Beauty Inc. | 0.00% | 12 | $7K | No change |
| SLVM Sylvamo Corp. | 0.00% | 150 | $7K | No change |
| AYI Acuity Inc. | 0.00% | 20 | $7K | No change |
| XLC SS Comm Select Sector SPDR | 0.00% | 61 | $7K | No change |
| TDY Teledyne Technologies Inc. | 0.00% | 14 | $7K | No change |
| CFG Citizens Financial Group | 0.00% | 122 | $7K | Add +2.5% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.00% | 85 | $7K | No change |
| SHV iShares 0-1 Year Treasury Bo | 0.00% | 64 | $7K | No change |
| FDS Factset Research Systems Inc. | 0.00% | 24 | $7K | No change |
| FERG Ferguson Enterprises Inc. | 0.00% | 31 | $7K | No change |
| XLG Invesco S&P 500 Top 50 ETF | 0.00% | 115 | $7K | No change |
| SPSM SS SPDR P S&P 600 Small Cap | 0.00% | 142 | $7K | Reduce -85.6% |
| TEAM Atlassian Corp. Class A | 0.00% | 41 | $7K | No change |
| BUZZ Vaneck Social Sentiment ETF | 0.00% | 204 | $7K | No change |
| SSP Ew Scripps Co./the-A filed as SCRIPPS E W CO OHIO | 0.00% | 1,656 | $7K | No change |
| PLD Prologis Inc. | 0.00% | 51 | $7K | Reduce -78.8% |
| NXTG First Trust Indxx Nextg ETF | 0.00% | 60 | $6K | No change |
| MTCH Match Group Inc. | 0.00% | 199 | $6K | No change |
| IGPT Invesco AI and Next Gen Soft | 0.00% | 108 | $6K | No change |
| EPP iShares MSCI Pacific Ex Japa | 0.00% | 127 | $6K | Reduce -3.0% |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.00% | 81 | $6K | No change |
| DOW Dow Inc. | 0.00% | 267 | $6K | No change |
| JHMM John Hancock Multi Fact Mid | 0.00% | 95 | $6K | No change |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.00% | 175 | $6K | No change |
| WST West Pharmaceutical Services | 0.00% | 22 | $6K | No change |
| ALL Allstate Corp. | 0.00% | 29 | $6K | Reduce -46.3% |
| CRSP Crispr Therapeutics AG | 0.00% | 115 | $6K | No change |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.00% | 31 | $6K | No change |
| SOXX iShares Semiconductor ETF | 0.00% | 20 | $6K | No change |
| NAD Nuveen Quality Municipal Inc. | 0.00% | 500 | $6K | New |
| ZBH Zimmer Biomet Holdings Inc. | 0.00% | 66 | $6K | No change |
| WTW Willis Towers Watson PLC | 0.00% | 18 | $6K | No change |
| BLCN Siren NXGN Ecnmy ETF-Usd Inc. | 0.00% | 244 | $6K | Add +2.5% |
| BCE Bce Inc. | 0.00% | 245 | $6K | No change |
| BATT Amplify Lithium Battery Tech | 0.00% | 421 | $6K | No change |
| OXY Occidental Petroleum Corp. | 0.00% | 140 | $6K | Reduce -88.9% |
| ESGG NT Stoxx GLBL ESG ETF | 0.00% | 28 | $6K | No change |
| QTUM Defiance Quantum ETF | 0.00% | 52 | $6K | No change |
| TWLO Twilio Inc. Class A | 0.00% | 40 | $6K | No change |
| ADPT Adaptive Biotechnologies | 0.00% | 350 | $6K | No change |
| BMNR Bitmine Immersion Technologi | 0.00% | 208 | $6K | No change |
| PNR Pentair PLC | 0.00% | 54 | $6K | No change |
| ZS Zscaler Inc. | 0.00% | 25 | $6K | No change |
| FWONK Liberty Media Corp. Class C | 0.00% | 57 | $6K | No change |
| IONQ Ionq Inc. | 0.00% | 125 | $6K | Reduce -73.5% |
| DOCS Doximity Inc. Class A | 0.00% | 126 | $6K | No change |
| CRNC Cerence Inc. | 0.00% | 521 | $6K | No change |
| GFL GFL Environmental Inc.-Sub VT | 0.00% | 126 | $5K | No change |
| XME SS SPDR S&P Metals Mining | 0.00% | 52 | $5K | No change |
| OSCR Oscar Health Inc. Class A | 0.00% | 374 | $5K | No change |
| APPF Appfolio Inc. Class A | 0.00% | 23 | $5K | No change |
| XT Ishar Fture Exp Tech ETF-Usd | 0.00% | 75 | $5K | Add +400.0% |
| EFX Equifax Inc. | 0.00% | 24 | $5K | No change |
| ACWX iShares MSCI Acwi Ex US ETF | 0.00% | 77 | $5K | No change |
| FENY Fidelity MSCI Energy Index | 0.00% | 208 | $5K | No change |
| EQT Eqt Corp. | 0.00% | 96 | $5K | No change |
| BBCA JPMorgan Betabuilders Canada | 0.00% | 55 | $5K | Reduce -23.6% |
| FANG Diamondback Energy Inc. | 0.00% | 34 | $5K | No change |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.00% | 88 | $5K | No change |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.00% | 75 | $5K | No change |
| VNQI Vanguard GLBL Ex-US Real Est | 0.00% | 109 | $5K | No change |
| ATMU Atmus Filtration Technologie | 0.00% | 96 | $5K | No change |
| FAF First American Financial | 0.00% | 80 | $5K | No change |
| WMS Advanced Drainage Systems Inc. | 0.00% | 34 | $5K | No change |
| HPI John Hancock Prefer Inc. | 0.00% | 300 | $5K | New |
| PNQI Invesco Nasdaq Internet ETF | 0.00% | 90 | $5K | No change |
| NUV Nuveen Municipal Value | 0.00% | 535 | $5K | New |
| ARTY iShares Future AI & Tech ETF | 0.00% | 100 | $5K | No change |
| RJF Raymond James Financial Inc. | 0.00% | 30 | $5K | No change |
| DFJ Wisdomtree JPN S/C DVD Fund | 0.00% | 50 | $5K | No change |
| SNV Synovus Financial Corp. | 0.00% | 95 | $5K | No change |
| XLI SS Industrial Select Sector | 0.00% | 30 | $5K | Reduce -85.7% |
| DRI Darden Restaurants Inc. | 0.00% | 25 | $5K | No change |
| WPM Wheaton Precious Metals Corp. | 0.00% | 39 | $5K | No change |
| FINX Global X Fintech ETF | 0.00% | 155 | $5K | No change |
| TYL Tyler Technologies Inc. | 0.00% | 10 | $5K | No change |
| APTV Aptiv PLC | 0.00% | 60 | $5K | No change |
| GNRC Generac Holdings Inc. | 0.00% | 33 | $5K | No change |
| BAX Baxter International Inc. | 0.00% | 233 | $4K | Reduce -45.4% |
| BN Brookfield Corp. | 0.00% | 97 | $4K | Reduce -0.5% |
| HPS John Hancock Prefer Inc. III | 0.00% | 300 | $4K | New |
| EME Emcor Group Inc. | 0.00% | 7 | $4K | No change |
| GCC Wisdomtree Enhanced Commodit | 0.00% | 202 | $4K | No change |
| ACLS Axcelis Technologies Inc. | 0.00% | 52 | $4K | No change |
| EW Edwards Lifesciences Corp. | 0.00% | 49 | $4K | No change |
| DPZ Domino's Pizza Inc. | 0.00% | 10 | $4K | No change |
| SCHO Schwab Short-Term US Treas | 0.00% | 171 | $4K | Add +0.6% |
| TECK Teck Resources Ltd.-CLS B | 0.00% | 86 | $4K | No change |
| KHC The Kraft Heinz Co. | 0.00% | 167 | $4K | No change |
| PTC PTC Inc. | 0.00% | 23 | $4K | No change |
| DG Dollar General Corp. | 0.00% | 30 | $4K | No change |
| FNV Franco-Nevada Corp. | 0.00% | 19 | $4K | No change |
| LAMR Lamar Advertising Co. Class A | 0.00% | 31 | $4K | Reduce -98.5% |
| TXT Textron Inc. | 0.00% | 45 | $4K | No change |
| SPHQ Invesco S&P 500 Quality ETF | 0.00% | 52 | $4K | No change |
| DLN Wisdomtree US Largecap Divid | 0.00% | 44 | $4K | No change |
| IMCG iShares Morningstar Mid-Cap | 0.00% | 48 | $4K | No change |
| OGS One Gas Inc. | 0.00% | 50 | $4K | Reduce -50.0% |
| PCN PIMCO Corporate & Income STR | 0.00% | 300 | $4K | New |
| MANH Manhattan Associates Inc. | 0.00% | 22 | $4K | No change |
| DAL Delta Air Lines Inc. | 0.00% | 54 | $4K | No change |
| WEX Wex Inc. | 0.00% | 25 | $4K | No change |
| TRP TC Energy Corp. | 0.00% | 66 | $4K | No change |
| HLN Haleon PLC-ADR | 0.00% | 356 | $4K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.00% | 84 | $4K | No change |
| DBA Invesco DB Agriculture Fund | 0.00% | 140 | $4K | No change |
| BNTX Biontech SE-ADR | 0.00% | 37 | $4K | No change |
| SOUN Soundhound AI Inc. Class A | 0.00% | 350 | $3K | Add +75.0% |
| IMCB iShares Morningstar Mid-Cap | 0.00% | 42 | $3K | No change |
| STEW SRH Total Return Fund Inc. | 0.00% | 184 | $3K | No change |
| LII Lennox International Inc. | 0.00% | 7 | $3K | No change |
| ALLE Allegion PLC | 0.00% | 21 | $3K | No change |
| CNP Centerpoint Energy Inc. | 0.00% | 87 | $3K | Reduce -79.3% |
| TOST Toast Inc. Class A | 0.00% | 93 | $3K | No change |
| AEE Ameren Corporation | 0.00% | 33 | $3K | No change |
| ATR Aptargroup Inc. | 0.00% | 27 | $3K | No change |
| WDC Western Digital Corp. | 0.00% | 19 | $3K | No change |
| CDW CDW Corp. | 0.00% | 24 | $3K | No change |
| SAN Banco Santander SA-Spon ADR | 0.00% | 278 | $3K | No change |
| ICE Intercontinental Exchange Inc. | 0.00% | 20 | $3K | No change |
| HEI Heico Corp. | 0.00% | 10 | $3K | No change |
| WCEO Hypatia Women Ceo ETF | 0.00% | 98 | $3K | No change |
| MAA Mid-America Apartment Comm | 0.00% | 23 | $3K | No change |
| EAGG iShares ESG Aware US Aggrega | 0.00% | 66 | $3K | No change |
| RIVN Rivian Automotive Inc. Class A | 0.00% | 160 | $3K | No change |
| GIL Gildan Activewear Inc. | 0.00% | 50 | $3K | No change |
| PXF Invesco Rafi Developed Marke | 0.00% | 47 | $3K | No change |
| CTRA Coterra Energy Inc. | 0.00% | 116 | $3K | No change |
| FAST Fastenal Co. | 0.00% | 76 | $3K | Add +2.7% |
| DFAR Dimensional US Real Est ETF | 0.00% | 133 | $3K | No change |
| RPG Invesco S&P 500 Pure Growth | 0.00% | 65 | $3K | No change |
| ITUB Itau Unibanco H-Spon PRF ADR | 0.00% | 416 | $3K | Add +3.0% |
| FWONA Liberty Media Corp. Class A | 0.00% | 32 | $3K | No change |
| MORN Morningstar Inc. | 0.00% | 13 | $3K | No change |
| VDE Vanguard Energy ETF | 0.00% | 22 | $3K | No change |
| SHAK Shake Shack Inc. Class A | 0.00% | 34 | $3K | No change |
| FISV Fiserv Inc. | 0.00% | 41 | $3K | Reduce -66.9% |
| EWJ iShares MSCI Japan ETF | 0.00% | 34 | $3K | No change |
| XLB SS Materials Select Sector | 0.00% | 60 | $3K | No change |
| IGM iShares Expanded Tech Sector | 0.00% | 21 | $3K | No change |
| TPR Tapestry Inc. | 0.00% | 21 | $3K | No change |
| AMTM Amentum Holdings Inc. | 0.00% | 92 | $3K | No change |
| RELX Relx PLC - Spon ADR | 0.00% | 66 | $3K | No change |
| RGLD Royal Gold Inc. | 0.00% | 12 | $3K | No change |
| NFG National Fuel Gas Co. | 0.00% | 33 | $3K | New |
| SFM Sprouts Farmers Market Inc. | 0.00% | 33 | $3K | Add +153.8% |
| OWL Blue Owl Capital Inc. | 0.00% | 175 | $3K | No change |
| CAG Conagra Brands Inc. | 0.00% | 150 | $3K | No change |
| AVA Avista Corp. | 0.00% | 66 | $3K | No change |
| LH Labcorp Holdings Inc. | 0.00% | 10 | $3K | Add +25.0% |
| RVTY Revvity Inc. | 0.00% | 26 | $3K | No change |
| MRP Millrose Properties | 0.00% | 84 | $3K | No change |
| CPRT Copart Inc. | 0.00% | 64 | $3K | No change |
| TRMK Trustmark Corp. | 0.00% | 64 | $2K | No change |
| PHM Pultegroup Inc. | 0.00% | 21 | $2K | No change |
| BLKB Blackbaud Inc. | 0.00% | 38 | $2K | No change |
| EIX Edison International | 0.00% | 40 | $2K | Reduce -99.1% |
| ING ING Groep N.V.-Sponsored ADR | 0.00% | 85 | $2K | No change |
| CMS CMS Energy Corp. | 0.00% | 34 | $2K | New |
| LSTR Landstar System Inc. | 0.00% | 16 | $2K | No change |
| HAL Halliburton Co. | 0.00% | 80 | $2K | Reduce -78.7% |
| NCLH Norwegian Cruise Line Holdin | 0.00% | 100 | $2K | No change |
| AEM Agnico Eagle Mines Ltd. | 0.00% | 13 | $2K | No change |
| PRGO Perrigo Co. PLC | 0.00% | 158 | $2K | No change |
| GMED Globus Medical Inc. Class A | 0.00% | 25 | $2K | No change |
| VCIT Vanguard Int-Term Corporate | 0.00% | 26 | $2K | No change |
| GFS Globalfoundries Inc. | 0.00% | 62 | $2K | No change |
| NTLA Intellia Therapeutics Inc. | 0.00% | 240 | $2K | No change |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.00% | 32 | $2K | No change |
| MD Pediatrix Medical Group Inc. | 0.00% | 100 | $2K | No change |
| QRVO Qorvo Inc. | 0.00% | 25 | $2K | No change |
| CRWV Coreweave Inc. Class A | 0.00% | 28 | $2K | Add +154.6% |
| ALNY Alnylam Pharmaceuticals Inc. | 0.00% | 5 | $2K | No change |
| VSXY Victoria's Secret & Co. | 0.00% | 35 | $2K | No change |
| BEAM Beam Therapeutics Inc. | 0.00% | 68 | $2K | No change |
| JBLU Jetblue Airways Corp. | 0.00% | 400 | $2K | No change |
| IEX Idex Corp. | 0.00% | 10 | $2K | No change |
| PRTA Prothena Corp. PLC | 0.00% | 184 | $2K | No change |
| KB KB Financial Group Inc.-ADR filed as KB FINL GROUP INC | 0.00% | 20 | $2K | No change |
| IHG Intercontinental Hotels-ADR | 0.00% | 12 | $2K | No change |
| FITB Fifth Third Bancorp | 0.00% | 36 | $2K | No change |
| MFG Mizuho Financial Group-ADR | 0.00% | 229 | $2K | No change |
| OGN Organon & Co. | 0.00% | 229 | $2K | Reduce -9.1% |
| NNVC Nanoviricides Inc. | 0.00% | 1,450 | $2K | No change |
| AFRM Affirm Holdings Inc. | 0.00% | 22 | $2K | No change |
| SHE SS SPDR MSCI U Gend Div ETF | 0.00% | 12 | $2K | No change |
| NEO Neogenomics Inc. | 0.00% | 134 | $2K | No change |
| QSR Restaurant Brands Intern | 0.00% | 23 | $2K | No change |
| SBAC SBA Communications Corp. | 0.00% | 8 | $2K | No change |
| ARKG ARK Genomic Revolution ETF | 0.00% | 50 | $1K | No change |
| DHS Wisdomtree US High Dividend | 0.00% | 14 | $1K | No change |
| RGA Reinsurance Group of America | 0.00% | 7 | $1K | No change |
| SNDK Sandisk Corp. | 0.00% | 6 | $1K | No change |
| TECH Bio-Techne Corp. | 0.00% | 24 | $1K | No change |
| PBW Invesco Wilderhill Clean Ene | 0.00% | 46 | $1K | No change |
| DEM Wisdomtree Emerging Markets | 0.00% | 30 | $1K | No change |
| COLM Columbia Sportswear Co. | 0.00% | 25 | $1K | No change |
| DOCU Docusign Inc. | 0.00% | 20 | $1K | No change |
| PJP Invesco Pharmaceuticals ETF | 0.00% | 13 | $1K | No change |
| ABNB Airbnb Inc. Class A | 0.00% | 10 | $1K | Reduce -99.2% |
| BNDX Vanguard Total Intl Bond ETF | 0.00% | 28 | $1K | No change |
| LVHI Franklin International Low V | 0.00% | 35 | $1K | No change |
| GDX Vaneck Gold Miners ETF | 0.00% | 15 | $1K | Reduce -50.0% |
| OGE Oge Energy Corp. | 0.00% | 30 | $1K | New |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.00% | 7 | $1K | No change |
| KVUE Kenvue Inc. | 0.00% | 74 | $1K | No change |
| SIL Global X Silver Miners ETF | 0.00% | 15 | $1K | New |
| MICC The Magnum Ice Cream Co. NV | 0.00% | 79 | $1K | Reduce -17.0% |
| RIG Transocean Ltd. | 0.00% | 300 | $1K | No change |
| UAL United Airlines Holdings Inc. | 0.00% | 11 | $1K | Reduce -94.8% |
| BIBL Inspire 100 ETF | 0.00% | 27 | $1K | No change |
| XYZ Block Inc. | 0.00% | 18 | $1K | Reduce -84.8% |
| IHD Voya Emrg MRKT Hi DVD Eqty | 0.00% | 173 | $1K | Reduce -99.3% |
| DXC DXC Technology Co. | 0.00% | 73 | $1K | No change |
| RL Ralph Lauren Corp. | 0.00% | 3 | $1K | No change |
| LGCY Legacy Education Inc. | 0.00% | 100 | $1K | New |
| PCG P G & E Corp. | 0.00% | 63 | $1K | No change |
| OC Owens Corning | 0.00% | 9 | $1K | No change |
| DNP DNP Select Income Fund Inc. | 0.00% | 100 | $999 | New |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.00% | 9 | $992 | No change |
| EMB iShares JP Morgan Usd Emergi | 0.00% | 10 | $963 | No change |
| CIEN Ciena Corp. | 0.00% | 4 | $936 | No change |
| VTWO Vanguard Russell 2000 ETF | 0.00% | 9 | $896 | No change |
| MAS Masco Corp. | 0.00% | 14 | $889 | No change |
| GOVT iShares US Treasury Bond ETF | 0.00% | 37 | $852 | No change |
| BBWI Bath & Body Works Inc. | 0.00% | 42 | $844 | No change |
| TXG 10X Genomics Inc. Class A | 0.00% | 51 | $832 | No change |
| TCPC BlackRock TCP Capital Corp. | 0.00% | 148 | $810 | No change |
| GLPI Gaming and Leisure Propertie | 0.00% | 18 | $805 | No change |
| NMAX Newsmax Inc. | 0.00% | 100 | $773 | Add +900.0% |
| TRUP Trupanion Inc. | 0.00% | 20 | $748 | No change |
| DGS Wisdomtree Em Small Cap | 0.00% | 13 | $745 | No change |
| HODL Vaneck Bitcoin ETF | 0.00% | 30 | $742 | New |
| UAA Under Armour Inc. Class A | 0.00% | 140 | $696 | No change |
| DBX Dropbox Inc. Class A | 0.00% | 25 | $695 | No change |
| ECG Everus Construction Group | 0.00% | 8 | $685 | New |
| UA Under Armour Inc. Class C | 0.00% | 140 | $672 | No change |
| GPK Graphic Packaging Holding Co. | 0.00% | 44 | $663 | No change |
| ILMN Illumina Inc. | 0.00% | 5 | $656 | No change |
| MDU Mdu Resources Group Inc. | 0.00% | 33 | $645 | New |
| CC The Chemours Co. | 0.00% | 51 | $602 | No change |
| PEGA Pegasystems Inc. | 0.00% | 10 | $598 | No change |
| HST Host Hotels & Resorts Inc. | 0.00% | 32 | $568 | No change |
| PDD PDD Holdings Inc. | 0.00% | 5 | $567 | No change |
| KNF Knife River Corp. | 0.00% | 8 | $563 | New |
| RWT Redwood Trust Inc. | 0.00% | 100 | $553 | No change |
| PNW Pinnacle West Capital | 0.00% | 6 | $533 | No change |
| PGY Pagaya Technologies Ltd. Class A | 0.00% | 25 | $523 | New |
| FUTU Futu Holdings Ltd.-ADR filed as FUTU HLDGS LTD | 0.00% | 3 | $493 | No change |
| HE Hawaiian Electric Inds | 0.00% | 40 | $492 | No change |
| VOTE TCW Transform 500 ETF | 0.00% | 6 | $482 | No change |
| TDOC Teladoc Health Inc. | 0.00% | 68 | $476 | No change |
| POOL Pool Corp. | 0.00% | 2 | $458 | No change |
| NVAX Novavax Inc. | 0.00% | 65 | $437 | No change |
| LUMN Lumen Technologies Inc. | 0.00% | 53 | $414 | No change |
| PSLV Sprott Physical Silver Trust | 0.00% | 17 | $403 | No change |
| SLP Simulations Plus Inc. | 0.00% | 21 | $383 | No change |
| HAFC Hanmi Financial Corporation | 0.00% | 14 | $379 | No change |
| BITF Bitfarms Ltd./Canada | 0.00% | 151 | $355 | No change |
| U Unity Software Inc. | 0.00% | 8 | $354 | No change |
| REZI Resideo Technologies Inc. | 0.00% | 10 | $352 | No change |
| UPST Upstart Holdings Inc. | 0.00% | 8 | $350 | No change |
| ZM Zoom Communications Inc. | 0.00% | 4 | $346 | No change |
| PSKY Paramount Skydance Class B | 0.00% | 25 | $335 | No change |
| SOBO South Bow Corp. | 0.00% | 12 | $330 | No change |
| BHF Brighthouse Financial Inc. | 0.00% | 5 | $324 | No change |
| MUB iShares National Muni Bond E | 0.00% | 3 | $322 | No change |
| BBW Build-A-Bear Workshop Inc. | 0.00% | 5 | $307 | No change |
| HELE Helen of Troy Ltd. | 0.00% | 12 | $255 | No change |
| KMPR Kemper Corp. | 0.00% | 6 | $244 | No change |
| STIP iShares 0-5 Year Tips Bond E | 0.00% | 2 | $205 | No change |
| SNDL SNDL Inc. | 0.00% | 100 | $166 | No change |
| ACWI iShares MSCI Acwi ETF | 0.00% | 1 | $152 | No change |
| BFH Bread Financial Holdings Inc. | 0.00% | 2 | $149 | No change |
| GTX Garrett Motion Inc. | 0.00% | 6 | $105 | No change |
| SCHY Schwab International DVD ETF | 0.00% | 3 | $92 | No change |
| TLRY Tilray Brands Inc. | 0.00% | 10 | $91 | No change |
| MJ Amplify Alternat Harvest ETF | 0.00% | 3 | $90 | No change |
| USHY iShares Broad Usd High Yield | 0.00% | 2 | $75 | No change |
| PTON Peloton Interactive Inc. Class A | 0.00% | 11 | $68 | No change |
| EMBC Embecta Corp. | 0.00% | 5 | $60 | No change |
| ACB Aurora Cannabis Inc. | 0.00% | 10 | $43 | No change |
| CGC Canopy Growth Corp. | 0.00% | 10 | $12 | No change |
| LCID Lucid Group Inc. | 0.00% | 1 | $11 | New |
| FURY Fury Gold Mines Ltd. | 0.00% | 8 | $5 | No change |
| AMC AMC Entertainment HLDS Class A | 0.00% | 2 | $4 | No change |
| STKE Sol Strategies Inc. | 0.00% | 1 | $2 | No change |